Compound Planning, Inc. SCHV Holdings History
Compound Planning, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 1.49 Mil shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $39.71 Mil. This investment constitutes 1.81% of their stock portfolio, and Compound Planning, Inc. now holds 0.33% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q4. And since then Compound Planning, Inc. has made 6 purchases of SCHV, at an average price of $40.08, for a total of 1.49 Mil shares. Based on historical transaction data and SCHV's current price of $28.03, Compound Planning, Inc.'s estimated gain on his SCHV holdings is $-18.01 Mil, reflecting a -30.07% gain to date.
Compound Planning, Inc. SCHV ($28.03) Holding Chart
Compound Planning, Inc. SCHV ($28.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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